AVEWX
Price
$22.51
Change
-$0.00 (-0.00%)
Updated
Aug 15 closing price
Net Assets
133.56M
CWGFX
Price
$72.60
Change
+$0.06 (+0.08%)
Updated
Aug 15 closing price
Net Assets
137.49B
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AVEWX vs CWGFX

Header iconAVEWX vs CWGFX Comparison
Open Charts AVEWX vs CWGFXBanner chart's image
Ave Maria World Equity
Price$22.51
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets133.56M
American Funds Capital World Gr&Inc F1
Price$72.60
Change+$0.06 (+0.08%)
VolumeN/A
Net Assets137.49B
AVEWX vs CWGFX Comparison Chart in %
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AVEWX vs. CWGFX commentary
Aug 18, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVEWX is a Buy and CWGFX is a Buy.

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FUNDAMENTALS
Fundamentals
CWGFX has more cash in the bank: 137B vs. AVEWX (134M). CWGFX pays higher dividends than AVEWX: CWGFX (1.42) vs AVEWX (0.36). AVEWX was incepted earlier than CWGFX: AVEWX (15 years) vs CWGFX (24 years). AVEWX (1.03) is less costly to investors than CWGFX (0.80). CWGFX is a more actively managed with annual turnover of: 27.00 vs. AVEWX (13.00). CWGFX has a lower initial minimum investment than AVEWX: CWGFX (250) vs AVEWX (2500). CWGFX annual gain was more profitable for investors over the last year : 11.40 vs. AVEWX (10.45). AVEWX return over 5 years is better than : 60.05 vs. CWGFX (47.31).
AVEWXCWGFXAVEWX / CWGFX
Total Expense Ratio1.030.80129%
Annual Report Gross Expense Ratio1.030.80129%
Fund Existence15 years24 years-
Gain YTD12.66315.44682%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets134M137B0%
Annual Yield % from dividends0.361.4225%
Returns for 1 year10.4511.4092%
Returns for 3 years34.4041.0984%
Returns for 5 years60.0547.31127%
Returns for 10 years80.8764.09126%
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